A claim is automatically generated when an appointment status is updated to "Rendered." 


In the List View, a yellow lock icon will appear next to the rendered appointment, indicating that the claim has been generated and is available in the Billing module. During this state, the appointment cannot be edited. 


To make changes, the user must locate the claim in the Billing module and revert it. 


How to Render an Appointment in TherapyPM?

  1. Access the List View option under the Appointment tab in the left navigation.
  2. Use the filters in the List View. Click the Go button to generate the desired appointments.
  3. Identify the desired appointment, then click the Action (...) button and select the Edit Appointment option. An unrendered appointment will have a blue unlocked icon associated with it.
  4. In the Edit Appointment screen, select the Rendered option from the list and click the Save Changes button.
  5. Once the appointment is rendered, the yellow lock icon denoting it as billing will appear for the appointment.


How to Retract the Claim in the Billing Module?

  1. The generated claims can be accessed in the Primary Billing Manager option under the Billing tab in the left navigation.
  2. Claims that are not part of a batch can be accessed in the Process Billing tab. Use the filters and click the Go button to generate the desired claims. 
  3. All the claim(s) will be generated in the data table.
  4. Select the claim(s) by using the checkbox in the data table. A new drop-down Select Action will appear in the place of other filters. Select the "Retract" option from the list and click the Save button. After clicking the Save button, the claim will be removed from the Billing module.

    Note: Once the claims are reverted, the appointment will be unlocked in the List View, allowing edits. The lock icon in the List View will change to a turquoise Unlock icon, indicating that the appointment information can now be modified in the Edit Appointment screen.